Floating sections are views that float over a board and allow you to add important board elements anywhere on your board. You can position each floating section using the grid layout and fine-tune its vertical or horizontal positioning on the board.        

For each floating section, you can choose whether to display an overlay behind it.

You can add and fully configure several types of sections to float on your boards, such as: 

• Contact cards
• Cookie consent messages
• Greeting message popups  
• Gating form
• Buttons
• Videos

After designing a floating section, you can save it in the Floating Sections Gallery for future use. To learn more, read here.  

Adding a contact card

To allow visitors and leads to contact you easily, add a contact card to your boards. 

Your contact card is populated with information from your Folloze profile and includes your photo and contact details. You can also add a call-to-action button to the card.

For example, if you're a salesperson, SDR or marketing person add your contact card to your boards so that leads know how to contact you in case of questions.  

By default, Folloze dynamically presents the Inviter (whoever invited the lead to the board) as the contact. However, you can name different people as the inviter and contact person. This can be useful when you’re building a board on behalf of another organization and want to add a different contact person and not yourself. For more details on changing contact card settings, read here. 

To add a contact card floating section: 

1. Select the board you wish to design.
2. Open the Designer. 
3. On the top menu bar, open the Floating Sections and click Add floating section. 
4. From the list of floating sections, select Contact cards.
5. Choose the type of contact card you wish to add to the board.

• Simple contact card: appears on the board as a photo image and can be opened to display more details.                                                                                                                        
• Classic contact card: appears as in a smaller layout version on the board including the photo and name and can be opened to display more details.                                                               

  6. Click Add floating section. The contact card settings appear on the board.

    7. Configure the contact card settings: 

• To set the position of the contact card on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.
• To hide the CTA button, disable the eye icon next to Button. 
• To select a CTA button to show on the contact card, click Actions and choose an action from the drop-down list. 
• Enter the text to be displayed on the button in the text box.
• To add animation to the button, select Add animation.        

    8. To preview the board with the floating contact card, click Preview on the top menu bar.  

Adding a cookie message 

You can add a cookie notification message to your board to protect yourself against certain privacy and cookie laws, such as the European's Union's General Data Protection Regulation (GDPR). Once your Folloze Company Admin has created the company's cookies messages, you can select a message and add it to your board through the Floating sections in the board's Designer.

These messages are required by certain privacy and cookie laws, such as the European Union’s General Data Protection Regulation (GDPR).

To add a cookie message to your board: 

1. Select the board on which you wish to add a cookie message.
2. Open the Designer.
3. Open the Floating Sections.
4. Click Add floating section. 
5.  Select Cookie Messaging and click Add floating section. The Cookie Messaging settings appear on the board. 

• If the Admin selects an internal cookie message, you will see the following cookie settings:  
• If the Admin selects an external cookie message, you will see the following cookie settings: 

   6. Configure the cookie message settings: 

• To set the position of the cookie message on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.                                                                                    
• Select the message type from the drop-down menu. 
• To show the privacy message in Only Regulated Countries, activate the checkbox. If disabled, the cookie consent message will be shown in all countries.     

7. To preview the board with the cookie message, click Preview on the top menu bar. The cookie message is displayed on the board like this: 

When selecting this policy, as illustrated in the example above, the cookie message is displayed on the board like this: 

For Regulated countries: 



For Non-regulated countries: 



To learn more about cookie policies, read this article. 

Adding a greeting message popup 

You can target your board visitors with a popup greeting message when they first open your board. This can add a human touch to your board, helping to personalize your interactions with visitors from the very beginning of their journey.

By default, the greeting is signed by the person sharing the board (the inviter). The board greeting only appears once on the first time someone visits the board. If that same visitor reopens the board later, they will not receive the greeting.

To add a greeting message to a board:

1. Select the board on which you wish to add a popup greeting message.
2. Open the Designer.
3. Open the Floating Sections and click Add floating section.  
4. Select Popups and click Add floating section. The greetings popup settings appear on the board. 
5. To set the position of the greetings popup on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.   
6. To configure the greetings popup settings, open one of the following: Opening text, Title, Paragraph 
7. To hide the opening text, title or paragraph, disable the eye icon next to it.
8. Use the rich text editor to modify the opening text, title and paragraph.
9. To preview the board with the greeting message, click Preview on the top menu bar.

           The greeting message is displayed on the board like this: 

            

Adding a Gating form 

You can add a gated form to require unknown users to identify themselves on a form before viewing content items. You also have the option to require known users to complete a form before viewing an item. 
When adding a gated form, you can set a specific time delay for when the form will appear on the board.   

You can gate all the content on your board or only specific items. 

Before adding the gated form in the Designer, you must first enable content gating in the Content tab.   

To add a gated form to a board:

1. Select the board on which you wish to add a gated form. 
2. Open the Designer.
3. Open the Floating Sections and click Add floating section.  
4. Select Gating form and click Add floating section. The gating form settings appear on the board. 
5. Configure the gating form settings.

• To set the position of the gated form on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box. 
• To require leads to complete the form before viewing gated content, enable Mandatory gating. If disabled, users can view the item by closing the form. 
• To also require known leads to complete a form before viewing gated content, enable Also for known leads. If disabled, only unknown leads are required to complete a form before viewing gated content. 
• Set a gating form pop-up Delay. The delay begins when a board visitor opens a gated item. The visitor can interact with the content item until the gating form pops up. The available delay intervals are: 0, 5, 10, 30, 45, and 60 seconds. O seconds is the default delay, prompting the form to pop up immediately.                                                                                                               
• Select a form from the drop-down list or click NEW FORM to create a new form. To learn how to create a new form, read Designing Buttons and Forms. 
• To send an email upon submission, enable the checkbox.

   6. To preview the board with the gating form, click Preview on the top menu bar. 

             The form you selected is displayed on the board like this:   

 

Adding buttons   

You can add buttons to your board for improved board navigation and to take action on a board. 

• Back to top button: add this button to enable visitors and leads to quickly return to the top of a board without needing to scroll manually.
• Floating Action Button: add this button to allow leads to take action on the board.
  

To add a button floating section: 

1. Select the board you wish to design.
2. Open the Designer. 
3. On the top menu bar, open the Floating Sections and click Add floating section. 
4. From the list of floating sections, select Buttons. 
5. Select the button type: Back to top or Floating Action Button. 
6. Click Add floating section. The Button settings appear on the board. 
7. For the Back to top button, configure the following settings: 

• • To set the position of the contact card on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.
  • Choose the Shape of the Back to top button. 
  • Choose the back to top “arrow” Icon color. 
  • Choose the Background color. 

8. For Floating Action Button, configure the following settings: 

• • To set the position of the contact card on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.
  • Select the type of button. 
  • Enter text to show on the button. 
  • Select the Action to take when clicking this button. 
  • To hide the button after clicking, turn off the toggle. 
  • To hide the button on mobile, turn off the toggle.
     

  7. To preview the board with the floating button, click Preview on the top menu bar.
          The back to top button is displayed on the board like this:

 

 Adding videos

  

You can add a Video floating section to your board to display an important video above the board content. Video floating sections can be positioned anywhere on the board using the grid layout, with additional controls for fine-tuning the vertical and horizontal position.

Use a Video floating section to highlight key video content such as a welcome message, product demo, customer message, or event teaser.

Supported video sources include YouTube, Vimeo, Wistia, Brightcove, mp4, mov, and avi. Video files are limited to up to 1GB for mp4, mov, and avi file formats.

To add a Video floating section to your board:

1. Select the board you wish to design.

2. Open the Designer.

3. On the top menu bar, open Floating Sections.

4. Click Add floating section.

5. From the list of floating sections, select Video.

6. Click Add floating section.
   The Video floating section settings appear on the board.

Configuring the Video floating section

Configure the following settings:

1. To set the position of the Video floating section on the board, use the grid layout.

2. Under Source, click Select Item and choose a video to display.

3. Under Settings, use the slider to adjust the Video Size from small to large.

4. To have the video Autoplay, enable the toggle.

5. To set a cover image for the video, select or upload an image to display before the video is played.

Analytics

When a user views a video section, it is marked as a viewed item. The video name and watch time are listed in the Pulse tab activity bar and in the report center.

If autoplay is enabled, the item view action is recorded only when the lead unmutes the video. If the lead does not unmute the video, it is not considered a viewed item.

Previewing the Video floating section

To preview the board with the Video floating section, click Preview on the top menu bar and confirm that the video position, size, autoplay behavior, cover image, and animation appear as expected.